taxes Archives – True Assisting Giving You The Luxury Of Time Tue, 06 Jan 2026 17:30:05 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://trueassisting.com/wp-content/uploads/2017/11/TA_v2_small_RGB-01-100x100.jpg taxes Archives – True Assisting 32 32 Tax Season 2025: What’s New and What You Need to Know https://trueassisting.com/tax-season-2025-whats-new-and-what-you-need-to-know/ https://trueassisting.com/tax-season-2025-whats-new-and-what-you-need-to-know/#respond Wed, 12 Feb 2025 12:00:27 +0000 https://trueassisting.com/?p=11733 The W-2s are arriving, and tax season 2025 is in full swing. Tax season can feel overwhelming, but with the correct information and a little preparation, you can tackle it with confidence. Whether you’re filing as early as possible or taking some time to gather your documents, staying informed about the latest tax updates is […]

The post Tax Season 2025: What’s New and What You Need to Know appeared first on True Assisting.

]]> https://trueassisting.com/tax-season-2025-whats-new-and-what-you-need-to-know/feed/ 0 Monthly Financial To-Do List https://trueassisting.com/your-monthly-financial-to-do-list/ https://trueassisting.com/your-monthly-financial-to-do-list/#respond Wed, 26 Feb 2020 11:15:15 +0000 https://staging.trueassisting.com/?p=1890 I’m a huge fan of to-do lists. As a professional organizer, I rely on to-do lists for my tasks as well as for my clients. As a daily money manager, I see first-hand the struggles people have with money and finances. One solution is a financial to-do list.  I’ve put different tasks in different months, […]

The post Monthly Financial To-Do List appeared first on True Assisting.

]]> https://trueassisting.com/your-monthly-financial-to-do-list/feed/ 0 What You Need to Know About Charitable Donation Deductions https://trueassisting.com/need-know-charitable-donation-deductions/ https://trueassisting.com/need-know-charitable-donation-deductions/#respond Wed, 25 Oct 2017 14:47:36 +0000 https://staging.trueassisting.com/?p=269 Donations to charity not only support your favorite causes or contribute to your friend’s and loved ones’ walks, runs, or other fundraising efforts, they’re also a tax deduction. If you donate a lot or regularly, it can be a fairly significant tax break. However, in order to claim the tax deduction, you need to have […]

The post What You Need to Know About Charitable Donation Deductions appeared first on True Assisting.

]]> https://trueassisting.com/need-know-charitable-donation-deductions/feed/ 0 Daily Money Manager: A Key to Streamline Personal Finance https://trueassisting.com/daily-money-manager-a-key-to-streamline-personal-finance/ https://trueassisting.com/daily-money-manager-a-key-to-streamline-personal-finance/#respond Tue, 28 Mar 2017 18:02:38 +0000 https://staging.trueassisting.com/?p=162 In the hustle and bustle of modern life, managing day-to-day financial tasks can become overwhelming. This is where a Daily Money Manager (DMM) can be a game-changer. But what is a Daily Money Manager, and how can they help you? The Role of a Daily Money Manager Explained A Daily Money Manager is a professional […]

The post Daily Money Manager: A Key to Streamline Personal Finance appeared first on True Assisting.

]]> https://trueassisting.com/daily-money-manager-a-key-to-streamline-personal-finance/feed/ 0 How Long Do I Have to Keep This? https://trueassisting.com/how-long-do-i-have-to-keep-this/ https://trueassisting.com/how-long-do-i-have-to-keep-this/#comments Wed, 08 Feb 2017 18:40:37 +0000 https://staging.trueassisting.com/?p=140 Mastering Document Retention: Key Strategies for Efficient Record Keeping Do you toss everything? Or are you a pack rat holding on to every document for all eternity, just in case? In case of what, you can’t be sure, but you won’t throw it out. The fact is, the best record retention process is somewhere in […]

The post How Long Do I Have to Keep This? appeared first on True Assisting.

]]> https://trueassisting.com/how-long-do-i-have-to-keep-this/feed/ 6